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Home > Categories > CRM Software > ACT! by Sage 2009 (11.0) > ACT! by Sage Premium for Financial Professionals 10.0  
 
 
ACT! by Sage 2009 (11.0)  
 
       
     
   
ACT! by Sage 2009 (11.0) - ACT! by Sage Premium for Financial Professionals 10.0 Module 
 
 
Solutions developed for professionals in the Financial Services industry.

ACT! by Sage Premium for Financial Professionals was designed exclusively for professionals in the Financial Services industry. This customer relationship management (CRM) software solution assists you in managing prospect, client, and associated financial data, and sharing it across teams. ACT! for Financial Professionals delivers comprehensive contact and compliance management solutions that equip you and/or your team with the tools you need to enhance client retention and growth while helping you maintain corporate compliance and tracking standards.

Key Benefits:
  • Capture, centralize, and secure business-critical data.
  • Stay in touch with your clients, wherever you are.
  • Stay on top of your schedule and tasks for razor-sharp focus.
  • Stay focused on clients with built-in processes.
  • Improve business predictability with reporting tools.
  • Find the right information fast for better service.
  • Encourage client trust using quality marketing.
  • Speed time to productivity with additional resources.
   
     
 
 
 
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